SignatureFD’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $116K | Sell |
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|
2025
Q2 | $135K | Buy |
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|
2025
Q1 | $94K | Sell |
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|
2024
Q4 | $111K | Sell |
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|
2024
Q3 | $109K | Sell |
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|
2024
Q2 | $154K | Buy |
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|
2024
Q1 | $90.4K | Buy |
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|
2023
Q4 | $64.7K | Buy |
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|
2023
Q3 | $63.9K | Buy |
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|
2023
Q2 | $52.5K | Sell |
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|
2023
Q1 | $65.3K | Buy |
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|
2022
Q4 | $68.3K | Sell |
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|
2022
Q3 | $83K | Sell |
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|
2022
Q2 | $76K | Buy |
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|
2022
Q1 | $64K | Buy |
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|
2021
Q4 | $29K | Hold |
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|
2021
Q3 | $43K | Sell |
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|
2021
Q2 | $54K | Buy |
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|
2021
Q1 | $42K | Buy |
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|
2020
Q4 | $41K | Sell |
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|
2020
Q3 | $31K | Sell |
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|
2020
Q2 | $44K | Buy |
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|
2020
Q1 | $37K | Hold |
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|
2019
Q4 | $54K | Sell |
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|
2019
Q3 | $45K | Sell |
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|
2019
Q2 | $57K | Buy |
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|
2019
Q1 | $59K | Buy |
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|
2018
Q4 | $39K | Sell |
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|
2018
Q3 | $70K | Hold |
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|
2018
Q2 | $56K | Sell |
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|
2018
Q1 | $48K | Buy |
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